Horan Securities’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Horan Securities’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$202K	Buy	+1,486	New	+$197K	0.07%	150
2023 Q3	–	Sell	-4,183	Closed	-$513K	–	548
2023 Q2	$513K	Buy	+4,183	New	+$511K	0.22%	51
2019 Q3	–	Sell	-139	Closed	-$14K	–	286
2019 Q2	$14K	Buy	+139	New	+$13.9K	0.02%	148
2019 Q1	–	Sell	-108	Closed	-$10K	–	237
2018 Q4	$10K	Hold	108	–	–	0.01%	138
2018 Q3	$10K	Sell	108 -60	-36%	-$5.82K	0.01%	123
2018 Q2	$16K	Sell	168 -660	-80%	-$60.8K	0.02%	101
2018 Q1	$76K	Hold	828	–	–	0.07%	42
2017 Q4	$79K	Sell	828 -454	-35%	-$42.5K	0.07%	44
2017 Q3	$119K	Sell	1,282 -83	-6%	-$7.44K	0.12%	38
2017 Q2	$121K	Hold	1,365	–	–	0.13%	37
2017 Q1	$119K	Buy	+1,365	New	+$119K	0.14%	35
2016 Q4	–	Sell	-1,181	Closed	-$97K	–	126
2016 Q3	$97K	Buy	+1,181	New	+$101K	0.13%	31

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Horan Securities's SDY Position: Q2 2025 in Review

Horan Securities opened a new position in State Street SPDR S&P Dividend ETF (SDY) in Q2 2025: 1,486 shares worth $202K. The stake represents 0.07% of the portfolio and ranks #150 among its holdings. This is a return to the name: Horan Securities previously reported a position in SDY as recently as Q2 2023.

Horan Securities first reported a position in SDY in Q3 2016 and has held it in 12 quarters since. The position peaked at $513K in Q2 2023. 1,180 funds tracked by Wall St. Rank hold SDY as of Q2 2025.

Horan Securities held 1,486 shares of State Street SPDR S&P Dividend ETF worth $202K as of Q2 2025.
State Street SPDR S&P Dividend ETF was a new Horan Securities position in Q2 2025.
State Street SPDR S&P Dividend ETF made up 0.07% of Horan Securities's portfolio in Q2 2025, its #150 holding.
Horan Securities first reported a position in State Street SPDR S&P Dividend ETF in Q3 2016 and has held it in 12 quarters since.
Horan Securities's State Street SPDR S&P Dividend ETF position peaked at $513K in Q2 2023.
1,180 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.